Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Insight Molecular Diagnostics Inc.OCX · Entity 6631 | VP Cntrllr/Prncpl Acctng Offcr | May 18, 2022 | May 19, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Insight Molecular Diagnostics Inc.
Report date May 18, 2022 · Filed May 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 16,872 |
Ending reported balance
After 2022-05-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-18 · Exercise / conversion · Acquired 25,000 · Balance 25,000 Row 2 · 2022-05-18 · Sale · Disposed 8,128 · Balance 16,872 F1: Represents shares sold to cover the tax liability arising from the vesting of Restricted Stock Units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 25,000 |
Reported balance
After 2022-05-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-18 · Exercise / conversion · Disposed 25,000 · Balance 25,000 F2: Restricted Stock Units vested on May 18, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares sold to cover the tax liability arising from the vesting of Restricted Stock Units.
F2: Restricted Stock Units vested on May 18, 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 18, 2022 Filed May 19, 2022 21:58 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-014518 · ownership.xml · derivative · entry 3 Yu Li · CIK 0001777275 · VP Cntrllr/Prncpl Acctng Offcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted Stock Units vested on May 18, 2022. F2 · derivative.expiration_date: Restricted Stock Units vested on May 18, 2022. Read SEC document |
| May 18, 2022 Filed May 19, 2022 21:58 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | SaleCommon Stock, no par value | 8,128 | $1.14 | $9,265.92 |
DisclosureSEC source: 0001493152-22-014518 · ownership.xml · nonDerivative · entry 2 Yu Li · CIK 0001777275 · VP Cntrllr/Prncpl Acctng Offcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,872 F1 · shares: Represents shares sold to cover the tax liability arising from the vesting of Restricted Stock Units. Read SEC document |
| May 18, 2022 Filed May 19, 2022 21:58 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | Exercise / conversionCommon Stock, no par value | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-014518 · ownership.xml · nonDerivative · entry 1 Yu Li · CIK 0001777275 · VP Cntrllr/Prncpl Acctng Offcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 01:29 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 37,500 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-007210 · ownership.xml · derivative · entry 2 Yu Li · CIK 0001777275 · VP Cntrllr/Prncpl Acctng Offcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2032-03-15 F2 · derivative.exercise_date: Options vest subject to the Issuer's achievement of pre-defined product development, regulatory and financial goals in 2022. 100% of the options will vest on December 31, 2023, if such pre-defined goals have been achieved in 2022, subject to continuous service through the vesting date. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 01:29 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 37,500 | $0.00 Strike: $1.15 | $0.00 |
DisclosureSEC source: 0001493152-22-007210 · ownership.xml · derivative · entry 1 Yu Li · CIK 0001777275 · VP Cntrllr/Prncpl Acctng Offcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2032-03-15 F1 · derivative.exercise_date: 25% of the options will become exercisable after one year of continuous service from the effective date of grant, and the balance will become exercisable in 36 equal monthly installments commencing one year after the date of grant subject to continuous service through the applicable vesting date. Read SEC document |
| June 24, 2021 Filed Oct 14, 2021 20:05 UTC | Insight Molecular Diagnostics Inc. OCX · Entity 6631 | GrantOption to Purchase Common Stock · Derivative | 160,000 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0001493152-21-025423 · ownership.xml · derivative · entry 1 Yu Li · CIK 0001777275 · VP Cntrllr/Prncpl Acctng Offcr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Underlying: Common Stock · 160,000 shares Expires 2031-05-18 F1 · date: This option award was granted on May 18, 2021, but such award was subject to shareholder approval of an increase in the number of shares available for issuance under the Oncocyte 2018 Equity Incentive Plan. Such shareholder approval was received on June 24, 2021. F2 · derivative.exercise_date: 25% of the options will become exercisable after one year of continuous employment from the effective date of grant, and the balance will become exercisable in 36 equal monthly installments commencing one year after the date of grant subject to continued employment on the applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.